Nicolet Advisory Services’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.85M Sell
15,745
-423
-3% -$103K 0.33% 45
2025
Q1
$2.16M Sell
16,168
-333
-2% -$44.4K 0.21% 57
2024
Q4
$2.55M Buy
16,501
+76
+0.5% +$11.7K 0.23% 55
2024
Q3
$2.74M Sell
16,425
-929
-5% -$155K 0.26% 54
2024
Q2
$2.47M Sell
17,354
-587
-3% -$83.4K 0.24% 54
2024
Q1
$2.21M Buy
17,941
+1,089
+6% +$134K 0.22% 54
2023
Q4
$1.73M Sell
16,852
-248
-1% -$25.5K 0.19% 66
2023
Q3
$1.83M Buy
17,100
+1,019
+6% +$109K 0.2% 63
2023
Q2
$1.86M Buy
16,081
+2,702
+20% +$312K 0.2% 61
2023
Q1
$1.28M Buy
13,379
+4,540
+51% +$435K 0.15% 76
2022
Q4
$783K Buy
8,839
+520
+6% +$46.1K 0.1% 97
2022
Q3
$521K Sell
8,319
-401
-5% -$25.1K 0.09% 94
2022
Q2
$626K Buy
8,720
+1
+0% +$72 0.09% 87
2022
Q1
$706K Sell
8,719
-895
-9% -$72.5K 0.09% 82
2021
Q4
$838K Buy
9,614
+31
+0.3% +$2.7K 0.1% 77
2021
Q3
$835K Sell
9,583
-63
-0.7% -$5.49K 0.11% 80
2021
Q2
$751K Sell
9,646
-33
-0.3% -$2.57K 0.1% 81
2021
Q1
$679K Buy
9,679
+42
+0.4% +$2.95K 0.1% 85
2020
Q4
$623K Sell
9,637
-250
-3% -$16.2K 0.09% 84
2020
Q3
$590K Sell
9,887
-7,122
-42% -$425K 0.09% 84
2020
Q2
$940K Buy
17,009
+179
+1% +$9.89K 0.14% 74
2020
Q1
$813K Buy
16,830
+7,518
+81% +$363K 0.14% 82
2019
Q4
$493K Buy
9,312
+305
+3% +$16.1K 0.08% 102
2019
Q3
$496K Sell
9,007
-147
-2% -$8.1K 0.08% 95
2019
Q2
$522K Buy
9,154
+47
+0.5% +$2.68K 0.08% 83
2019
Q1
$489K Buy
+9,107
New +$489K 0.08% 83